EQUITY RESEARCH REVISIONS & TARGET SPREADS
Daily Broker Price Target & Rating Revisions
Broker rating changes, price target adjustments, and implied valuation spreads
measured against last dated intraday share prices. Click any teal EPIC pill to open its
interactive TradingView chart.
REPORT DATE & SWEEP
15/10/26
08:10 (MORNING SWEEP)
TOTAL BROKER ACTIONS
37
UPGRADES / TARGET INCREASES
8
DOWNGRADES / TARGET CUTS
7
BROKER PRICE TARGET & RATING REVISION LEDGER
| Company / Epic | Sector | Brokerage | Action / Rating | Target Revision | TP +/- | Implied Spread | Share Price |
|---|---|---|---|---|---|---|---|
| YOU
Yougov
|
Media |
Panmure Liberum
Dated: 15/10/26 08:10
|
DOWNGRADE
Buy to Hold
|
315p to 335p
TARGET RAISED
|
+6.35%
+20p
|
+13.56%
+40p vs Intraday
|
295p +0.4%
DELAYED LSE
|
| RIO
Rio Tinto
|
Industrial Metals and Mining |
UBS
Dated: 15/10/26 07:59
|
REITERATED
Neutral
|
7,400p to 7,300p
TARGET LOWERED
|
-1.35%
-100p
|
+9.66%
+643p vs Intraday
|
6,657p -3.8%
DELAYED LSE
|
| RTO
Rentokil Initial
|
Industrial Support Services |
UBS
Dated: 15/10/26 07:56
|
REITERATED
Buy
|
480p to 370p
TARGET LOWERED
|
-22.92%
-110p
|
+19.97%
+61.60p vs Intraday
|
308.40p +0.6%
DELAYED LSE
|
| PRV
Porvair
|
Electronic and Electrical Equipment |
Berenberg
Dated: 15/10/26 07:29
|
REITERATED
Buy
|
1,050p to 1,100p
TARGET RAISED
|
+4.76%
+50p
|
+25.11%
+220.81p vs Intraday
|
879.19p +1.1%
DELAYED LSE
|
| KMR
Kenmare Resources
|
Industrial Metals and Mining |
Berenberg
Dated: 15/10/26 07:19
|
DOWNGRADE
Hold
|
180p to 160p
TARGET LOWERED
|
-11.11%
-20p
|
-29.27%
-66.22p vs Intraday
|
226.22p +0.1%
DELAYED LSE
|
| ZIG
Zigup
|
Industrial Transportation |
Deutsche Bank Research
Dated: 15/10/26 07:13
|
REITERATED
Buy
|
525p to 575p
TARGET RAISED
|
+9.52%
+50p
|
+25.68%
+117.50p vs Intraday
|
457.50p +2.9%
DELAYED LSE
|
| DSCV
Discoverie
|
Electronic and Electrical Equipment |
Deutsche Bank Research
Dated: 15/10/26 07:11
|
REITERATED
Buy
|
940p to 1,000p
TARGET RAISED
|
+6.38%
+60p
|
+21.18%
+174.75p vs Intraday
|
825.25p -4.6%
DELAYED LSE
|
| AVON
Avon Tech
|
Aerospace and Defense |
Deutsche Bank Research
Dated: 15/10/26 07:11
|
REITERATED
Hold
|
1,900p to 2,450p
TARGET RAISED
|
+28.95%
+550p
|
+1.03%
+25p vs Intraday
|
2,425p +1.9%
DELAYED LSE
|
| ASHM
Ashmore Group
|
Investment Banking and Brokerage Services |
Deutsche Bank Research
Dated: 15/10/26 07:10
|
REITERATED
Sell
|
155p to 180p
TARGET RAISED
|
+16.13%
+25p
|
-20.28%
-45.80p vs Intraday
|
225.80p +0.7%
DELAYED LSE
|
| CHG
Chemring Group
|
Aerospace and Defense |
Berenberg
Dated: 15/10/26 06:29
|
REITERATED
Buy
|
660p to 650p
TARGET LOWERED
|
-1.52%
-10p
|
+25.00%
+130p vs Intraday
|
520p +1.6%
DELAYED LSE
|
| DSCV
Discoverie
|
Electronic and Electrical Equipment |
Berenberg
Dated: 15/10/26 06:28
|
REITERATED
Buy
|
1,050p to 1,100p
TARGET RAISED
|
+4.76%
+50p
|
+33.29%
+274.75p vs Intraday
|
825.25p -4.6%
DELAYED LSE
|
| CMCX
Cmc Markets
|
Investment Banking and Brokerage Services |
Peel Hunt
Dated: 15/10/26 05:00
|
REITERATED
Buy
|
380p
TARGET SET
|
N/A |
-43.37%
-291p vs Intraday
|
671p -0.4%
DELAYED LSE
|
| BLND
British Land Company
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Underperform
|
331p to 331p
TARGET UNCHANGED
|
0.00%
0p
|
-20.81%
-87p vs Intraday
|
418p +2.5%
DELAYED LSE
|
| BRK
Brooks Macdonald Group
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
1,780p to 1,780p
TARGET UNCHANGED
|
0.00%
0p
|
+19.87%
+295p vs Intraday
|
1,485p -0.7%
DELAYED LSE
|
| BYIT
Bytes Technology Group
|
Software and Computer Services |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
520p to 520p
TARGET UNCHANGED
|
0.00%
0p
|
+19.54%
+85p vs Intraday
|
435p +1.6%
DELAYED LSE
|
| CHG
Chemring Group
|
Aerospace and Defense |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
658p to 658p
TARGET UNCHANGED
|
0.00%
0p
|
+26.66%
+138.50p vs Intraday
|
519.50p +1.5%
DELAYED LSE
|
| DLN
Derwent London
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Hold
|
1,655p to 1,655p
TARGET UNCHANGED
|
0.00%
0p
|
-11.26%
-210p vs Intraday
|
1,865p +1.1%
DELAYED LSE
|
| DNLM
Dunelm Group
|
Retailers |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
1,030p to 1,030p
TARGET UNCHANGED
|
0.00%
0p
|
+19.42%
+167.50p vs Intraday
|
862.50p +7.7%
DELAYED LSE
|
| DSCV
Discoverie Group
|
Electronic and Electrical Equipment |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Hold
|
685p to 685p
TARGET UNCHANGED
|
0.00%
0p
|
-16.97%
-140p vs Intraday
|
825p -4.6%
DELAYED LSE
|
| GPE
Great Portland Estates
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
351p to 351p
TARGET UNCHANGED
|
0.00%
0p
|
+9.76%
+31.20p vs Intraday
|
319.80p +0.1%
DELAYED LSE
|
| HMSO
Hammerson
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Hold
|
351p to 351p
TARGET UNCHANGED
|
0.00%
0p
|
+3.60%
+12.20p vs Intraday
|
338.80p +1.1%
DELAYED LSE
|
| KLR
Keller Group
|
Construction and Materials |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
3,450p to 3,450p
TARGET UNCHANGED
|
0.00%
0p
|
+14.09%
+426p vs Intraday
|
3,024p -2.2%
DELAYED LSE
|
| LIVE
Living Reit
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
80p to 80p
TARGET UNCHANGED
|
0.00%
0p
|
+11.58%
+8.30p vs Intraday
|
71.70p +1.6%
DELAYED LSE
|
| LMP
Londonmetric Property
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
217p to 217p
TARGET UNCHANGED
|
0.00%
0p
|
+21.09%
+37.80p vs Intraday
|
179.20p +0.7%
DELAYED LSE
|
| MNDI
Mondi
|
General Industrials |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
1,080p to 1,080p
TARGET UNCHANGED
|
0.00%
0p
|
+46.70%
+343.80p vs Intraday
|
736.20p -9.9%
DELAYED LSE
|
| NXR
Norcros
|
Construction and Materials |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
440p to 440p
TARGET UNCHANGED
|
0.00%
0p
|
+46.67%
+140p vs Intraday
|
300p +4.2%
DELAYED LSE
|
| PHP
Primary Health Properties
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
107p to 107p
TARGET UNCHANGED
|
0.00%
0p
|
+18.82%
+16.95p vs Intraday
|
90.05p +0.6%
DELAYED LSE
|
| RIO
Rio Tinto
|
Industrial Metals and Mining |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
8,700p to 8,700p
TARGET UNCHANGED
|
0.00%
0p
|
+30.81%
+2,049p vs Intraday
|
6,651p -3.9%
DELAYED LSE
|
| SAFE
Safestore Holdings
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
604p to 64p
TARGET LOWERED
|
-89.40%
-540p
|
-87.52%
-449p vs Intraday
|
513p +2.6%
DELAYED LSE
|
| SRE
Sirius Real Estate Ltd.
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
108p to 18p
TARGET LOWERED
|
-83.33%
-90p
|
-80.42%
-73.95p vs Intraday
|
91.95p +2.3%
DELAYED LSE
|
| STAN
Standard Chartered
|
Banks |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
3,040p to 3,040p
TARGET UNCHANGED
|
0.00%
0p
|
+43.40%
+920p vs Intraday
|
2,120p +0.5%
DELAYED LSE
|
| SUPR
Supermarket Income Reit
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
90p to 90p
TARGET UNCHANGED
|
0.00%
0p
|
+8.76%
+7.25p vs Intraday
|
82.75p +1.3%
DELAYED LSE
|
| TAM
Tatton Asset Management
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
820p to 820p
TARGET UNCHANGED
|
0.00%
0p
|
+22.39%
+150p vs Intraday
|
670p -0.9%
DELAYED LSE
|
| THG
Thg
|
Retailers |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
60p to 60p
TARGET UNCHANGED
|
0.00%
0p
|
+86.80%
+27.88p vs Intraday
|
32.12p +16.7%
DELAYED LSE
|
| THRL
Target Healthcare Reit Ltd
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Buy
|
124p to 124p
TARGET UNCHANGED
|
0.00%
0p
|
+8.01%
+9.20p vs Intraday
|
114.80p +1.4%
DELAYED LSE
|
| VIC
Victorian Plumbing Group
|
Retailers |
Berenberg
Dated: 15/10/26
|
REITERATED
Buy
|
115p to 125p
TARGET RAISED
|
+8.70%
+10p
|
+43.02%
+37.60p vs Intraday
|
87.40p 0.0%
DELAYED LSE
|
| WKP
Workspace Group
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 15/10/26
|
REITERATED
Hold
|
367p to 367p
TARGET UNCHANGED
|
0.00%
0p
|
+6.75%
+23.20p vs Intraday
|
343.80p -6.1%
DELAYED LSE
|
| ABDN
Aberdeen Group
|
Investment Banking and Brokerage Services |
JPMorgan
Dated: 14/10/26 22:01
|
REITERATED
Neutral
|
267p to 273p
TARGET RAISED
|
+2.25%
+6p
|
+14.38%
+34.33p vs Intraday
|
238.67p 0.0%
DELAYED LSE
|
| CMCX
Cmc Markets
|
Investment Banking and Brokerage Services |
Peel Hunt
Dated: 14/10/26 21:52
|
REITERATED
Buy
|
380p
TARGET SET
|
N/A |
-43.37%
-291p vs Intraday
|
671p 0.0%
DELAYED LSE
|
| SCT
Softcat
|
Software and Computer Services |
Jefferies Financial Group
Dated: 14/10/26 18:39
|
REITERATED
Hold
|
1,700p to 1,750p
TARGET RAISED
|
+2.94%
+50p
|
+4.10%
+69p vs Intraday
|
1,681p 0.0%
DELAYED LSE
|
| UTG
Unite Group
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:52
|
DOWNGRADE
Hold
|
503p to 450p
TARGET LOWERED
|
-10.54%
-53p
|
+1.12%
+5p vs Intraday
|
445p 0.0%
DELAYED LSE
|
| BBOX
Tritax Big Box
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:50
|
REITERATED
Buy
|
208p to 201p
TARGET LOWERED
|
-3.37%
-7p
|
+39.29%
+56.70p vs Intraday
|
144.30p 0.0%
DELAYED LSE
|
| SRE
Sirius Real Estate
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:48
|
REITERATED
Buy
|
110p to 108p
TARGET LOWERED
|
-1.82%
-2p
|
+17.01%
+15.70p vs Intraday
|
92.30p 0.0%
DELAYED LSE
|
| SHC
Shaftesbury
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:46
|
REITERATED
Buy
|
182p to 170p
TARGET LOWERED
|
-6.59%
-12p
|
+21.08%
+29.60p vs Intraday
|
140.40p 0.0%
DELAYED LSE
|
| SAFE
Safestore
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:45
|
REITERATED
Buy
|
788p to 604p
TARGET LOWERED
|
-23.35%
-184p
|
+17.62%
+90.50p vs Intraday
|
513.50p 0.0%
DELAYED LSE
|
| PHP
Primary Health Properties Pt
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:44
|
REITERATED
Buy
|
118p to 107p
TARGET LOWERED
|
-9.32%
-11p
|
+18.56%
+16.75p vs Intraday
|
90.25p 0.0%
DELAYED LSE
|
| NRR
Newriver
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:43
|
REITERATED
Buy
|
92p to 87p
TARGET LOWERED
|
-5.43%
-5p
|
+8.21%
+6.60p vs Intraday
|
80.40p 0.0%
DELAYED LSE
|
| LMP
Londonmetric Property
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:42
|
REITERATED
Buy
|
225p to 217p
TARGET LOWERED
|
-3.56%
-8p
|
+21.02%
+37.69p vs Intraday
|
179.31p 0.0%
DELAYED LSE
|
| HMSO
Hammerson
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:38
|
DOWNGRADE
Hold
|
375p to 351p
TARGET LOWERED
|
-6.40%
-24p
|
+3.54%
+12p vs Intraday
|
339p 0.0%
DELAYED LSE
|
| GRI
Grainger Plc
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:37
|
REITERATED
Buy
|
210p to 200p
TARGET LOWERED
|
-4.76%
-10p
|
+15.21%
+26.40p vs Intraday
|
173.60p 0.0%
DELAYED LSE
|
| BLND
British Land
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:36
|
REITERATED
Underperform
|
305p to 331p
TARGET RAISED
|
+8.52%
+26p
|
-20.87%
-87.28p vs Intraday
|
418.28p 0.0%
DELAYED LSE
|
| BYG
Big Yellow Group
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:35
|
REITERATED
Buy
|
1,138p to 898p
TARGET LOWERED
|
-21.09%
-240p
|
+3.52%
+30.57p vs Intraday
|
867.43p 0.0%
DELAYED LSE
|
| DLN
Derwent London
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:32
|
REITERATED
Hold
|
1,713p to 1,655p
TARGET LOWERED
|
-3.39%
-58p
|
-11.32%
-211.31p vs Intraday
|
1,866.31p 0.0%
DELAYED LSE
|
| WKP
Workspace Group
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:30
|
DOWNGRADE
Buy to Hold
|
396p to 367p
TARGET LOWERED
|
-7.32%
-29p
|
+6.07%
+21p vs Intraday
|
346p 0.0%
DELAYED LSE
|
| GPE
Great Portland
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:28
|
UPGRADE
Hold to Buy
|
334p to 351p
TARGET RAISED
|
+5.09%
+17p
|
+9.48%
+30.40p vs Intraday
|
320.60p 0.0%
DELAYED LSE
|
| THRL
Target Healthcare Reit
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:27
|
UPGRADE
Hold to Buy
|
111p to 124p
TARGET RAISED
|
+11.71%
+13p
|
+8.01%
+9.20p vs Intraday
|
114.80p 0.0%
DELAYED LSE
|
| LAND
Land Securities
|
Real Estate Investment Trusts |
Jefferies Financial Group
Dated: 14/10/26 17:23
|
UPGRADE
Underperform to Hold
|
462p to 593p
TARGET RAISED
|
+28.35%
+131p
|
-7.86%
-50.60p vs Intraday
|
643.60p 0.0%
DELAYED LSE
|
| BRK
Brooks Macdonald
|
Investment Banking and Brokerage Services |
RBC
Dated: 14/10/26 15:11
|
REITERATED
Sector Perform
|
1,600p to 1,550p
TARGET LOWERED
|
-3.12%
-50p
|
+4.38%
+65p vs Intraday
|
1,485p 0.0%
DELAYED LSE
|
| PNN
Pennon Group
|
Gas, Water and Multi-utilities |
UBS
Dated: 14/10/26 08:11
|
REITERATED
Buy
|
550p to 425p
TARGET LOWERED
|
-22.73%
-125p
|
+30.93%
+100.40p vs Intraday
|
324.60p 0.0%
DELAYED LSE
|
| MKS
Marks & Spencer
|
Retailers |
UBS
Dated: 14/10/26 08:09
|
REITERATED
Buy
|
425p to 465p
TARGET RAISED
|
+9.41%
+40p
|
+13.33%
+54.70p vs Intraday
|
410.30p 0.0%
DELAYED LSE
|
| BBY
Balfour Beatty
|
Construction and Materials |
Panmure Liberum
Dated: 14/10/26 08:04
|
UPGRADE
Hold to Buy
|
960p to 1,000p
TARGET RAISED
|
+4.17%
+40p
|
+22.03%
+180.50p vs Intraday
|
819.50p 0.0%
DELAYED LSE
|
| BWY
Bellway
|
Household Goods and Home Construction |
Deutsche Bank Research
Dated: 14/10/26 07:30
|
REITERATED
Buy
|
2,917p to 2,685p
TARGET LOWERED
|
-7.95%
-232p
|
+27.37%
+577p vs Intraday
|
2,108p 0.0%
DELAYED LSE
|
| BA
BAE Systems
|
Aerospace and Defense |
Kepler Cheuvreux
Dated: 14/10/26 07:24
|
REITERATED
buy
|
2,360p to 2,190p
TARGET LOWERED
|
-7.20%
-170p
|
+13.71%
+264p vs Intraday
|
1,926p +3.5%
DELAYED LSE
|
| BWY
Bellway
|
Household Goods and Home Construction |
Berenberg
Dated: 14/10/26 06:49
|
REITERATED
Buy
|
2,550p to 2,450p
TARGET LOWERED
|
-3.92%
-100p
|
+16.22%
+342p vs Intraday
|
2,108p 0.0%
DELAYED LSE
|
| WTB
Whitbread
|
Travel and Leisure |
Bernstein
Dated: 14/10/26 06:13
|
REITERATED
Market-Perform
|
2,400p to 2,500p
TARGET RAISED
|
+4.17%
+100p
|
-3.88%
-101p vs Intraday
|
2,601p 0.0%
DELAYED LSE
|
| RYA
Ryanair Holdings
|
General |
JPMorgan
Dated: 14/10/26 06:02
|
REITERATED
Overweight
|
EUR 32 to EUR 29
TARGET LOWERED
|
-9.38%
EUR -3
|
+30.45%
EUR +6.77 vs Intraday
|
EUR 22.23 0.0%
DELAYED LSE
|
| LAND
Land Securities
|
Real Estate Investment Trusts |
Berenberg
Dated: 14/10/26 05:52
|
REITERATED
Buy
|
931p to 863p
TARGET LOWERED
|
-7.30%
-68p
|
+34.09%
+219.40p vs Intraday
|
643.60p 0.0%
DELAYED LSE
|
| OXIG
Oxford Instruments
|
Electronic and Electrical Equipment |
Berenberg
Dated: 14/10/26 05:51
|
DOWNGRADE
Hold
|
3,000p to 2,840p
TARGET LOWERED
|
-5.33%
-160p
|
+5.19%
+140p vs Intraday
|
2,700p 0.0%
DELAYED LSE
|
| PNN
Pennon Group
|
Gas, Water and Multi-utilities |
Jefferies Financial Group
Dated: 14/10/26 05:46
|
UPGRADE
hold to buy
|
500p to 380p
TARGET LOWERED
|
-24.00%
-120p
|
+17.79%
+57.40p vs Intraday
|
322.60p -0.1%
DELAYED LSE
|
| GNC
Greencore Group
|
Food Producers |
Berenberg
Dated: 14/10/26 05:38
|
REITERATED
Buy
|
351p to 384p
TARGET RAISED
|
+9.40%
+33p
|
+37.54%
+104.80p vs Intraday
|
279.20p 0.0%
DELAYED LSE
|
| AAL
Anglo American
|
Industrial Metals and Mining |
JPMorgan
Dated: 14/10/26
|
UPGRADE
underweight to neutral
|
3,350p to 3,850p
TARGET RAISED
|
+14.93%
+500p
|
-6.98%
-289p vs Intraday
|
4,139p +0.5%
DELAYED LSE
|
| ANTO
Antofagasta
|
Industrial Metals and Mining |
JPMorgan
Dated: 14/10/26
|
REITERATED
overweight
|
4,300p to 4,500p
TARGET RAISED
|
+4.65%
+200p
|
+23.52%
+857p vs Intraday
|
3,643p +1.5%
DELAYED LSE
|
| ASHM
Ashmore Group
|
Investment Banking and Brokerage Services |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Buy
|
285p to 285p
TARGET UNCHANGED
|
0.00%
0p
|
+25.66%
+58.20p vs Intraday
|
226.80p 0.0%
DELAYED LSE
|
| ATYM
Atalaya Mining
|
Precious Metals and Mining |
JPMorgan
Dated: 14/10/26
|
REITERATED
overweight
|
1,330p to 1,320p
TARGET LOWERED
|
-0.75%
-10p
|
+23.36%
+250p vs Intraday
|
1,070p +0.5%
DELAYED LSE
|
| BBY
Balfour Beatty
|
Construction and Materials |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Buy
|
1,120p to 1,120p
TARGET UNCHANGED
|
0.00%
0p
|
+36.92%
+302p vs Intraday
|
818p 0.0%
DELAYED LSE
|
| BP
Bp
|
Oil, Gas and Coal |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Hold
|
520p to 520p
TARGET UNCHANGED
|
0.00%
0p
|
-15.02%
-91.90p vs Intraday
|
611.90p 0.0%
DELAYED LSE
|
| BWY
Bellway
|
Household Goods and Home Construction |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Buy
|
2,380p to 2,380p
TARGET UNCHANGED
|
0.00%
0p
|
+12.48%
+264p vs Intraday
|
2,116p 0.0%
DELAYED LSE
|
| BWY
Bellway
|
Household Goods and Home Construction |
RBC
Dated: 14/10/26
|
REITERATED
sector perform
|
2,050p to 2,100p
TARGET RAISED
|
+2.44%
+50p
|
+4.06%
+82p vs Intraday
|
2,018p +3.2%
DELAYED LSE
|
| BYIT
Bytes Technology Group
|
Software and Computer Services |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Hold
|
450p to 450p
TARGET UNCHANGED
|
0.00%
0p
|
+3.73%
+16.20p vs Intraday
|
433.80p 0.0%
DELAYED LSE
|
| CHRY
Chrysalis Investments
|
Closed End Investments |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Buy
|
Not Disclosed | N/A | N/A |
69.52p +0.5%
DELAYED LSE
|
| DGE
Diageo
|
Beverages |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Buy
|
2,200p to 2,200p
TARGET UNCHANGED
|
0.00%
0p
|
+27.54%
+475p vs Intraday
|
1,725p 0.0%
DELAYED LSE
|
| EDV
Endeavour Mining
|
Precious Metals and Mining |
JPMorgan
Dated: 14/10/26
|
REITERATED
overweight
|
5,100p to 5,000p
TARGET LOWERED
|
-1.96%
-100p
|
+20.13%
+838p vs Intraday
|
4,162p +0.7%
DELAYED LSE
|
| FRES
Fresnillo
|
Precious Metals and Mining |
JPMorgan
Dated: 14/10/26
|
REITERATED
overweight
|
4,700p to 4,600p
TARGET LOWERED
|
-2.13%
-100p
|
+70.24%
+1,898p vs Intraday
|
2,702p -0.5%
DELAYED LSE
|
| GLEN
Glencore
|
Industrial Metals and Mining |
JPMorgan
Dated: 14/10/26
|
UPGRADE
neutral to overweight
|
510p to 730p
TARGET RAISED
|
+43.14%
+220p
|
+23.79%
+140.30p vs Intraday
|
589.70p +1.2%
DELAYED LSE
|
| HOC
Hochschild Mining
|
Precious Metals and Mining |
JPMorgan
Dated: 14/10/26
|
REITERATED
overweight
|
840p to 820p
TARGET LOWERED
|
-2.38%
-20p
|
+60.88%
+310.30p vs Intraday
|
509.70p +0.6%
DELAYED LSE
|
| IHP
Integrafin Holding
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 14/10/26
|
REITERATED
Buy
|
460p to 460p
TARGET UNCHANGED
|
0.00%
0p
|
+25.85%
+94.50p vs Intraday
|
365.50p 0.0%
DELAYED LSE
|
| IHP
IntegraFin
|
Investment Banking and Brokerage Services |
Shore Capital Markets
Dated: 14/10/26
|
REITERATED
hold
|
Not Disclosed | N/A | N/A |
363p -1.5%
DELAYED LSE
|
| OXIG
Oxford Instruments
|
Electronic and Electrical Equipment |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Hold
|
3,000p to 3,000p
TARGET UNCHANGED
|
0.00%
0p
|
+10.78%
+292p vs Intraday
|
2,708p 0.0%
DELAYED LSE
|
| PAGE
Michael Page
|
Industrial Support Services |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Hold
|
205p to 205p
TARGET UNCHANGED
|
0.00%
0p
|
+0.79%
+1.60p vs Intraday
|
203.40p 0.0%
DELAYED LSE
|
| PLUS
Plus500 Ltd (di)
|
Investment Banking and Brokerage Services |
Jefferies Financial Group
Dated: 14/10/26
|
REITERATED
Buy
|
4,720p to 4,720p
TARGET UNCHANGED
|
0.00%
0p
|
+39.89%
+1,346p vs Intraday
|
3,374p 0.0%
DELAYED LSE
|
| RIO
Rio Tinto
|
Industrial Metals and Mining |
JPMorgan
Dated: 14/10/26
|
REITERATED
neutral
|
8,100p to 7,950p
TARGET LOWERED
|
-1.85%
-150p
|
+13.94%
+972.70p vs Intraday
|
6,977.30p -0.3%
DELAYED LSE
|
| ZTF
Zotefoams
|
Industrial Materials |
Berenberg
Dated: 14/10/26
|
REITERATED
Buy
|
590p to 590p
TARGET UNCHANGED
|
0.00%
0p
|
+24.87%
+117.50p vs Intraday
|
472.50p 0.0%
DELAYED LSE
|
| ANG
Angling Direct
|
Retailers |
Canaccord Genuity
Dated: 13/10/26 10:00
|
REITERATED
Buy
|
78p to 54p
TARGET LOWERED
|
-30.77%
-24p
|
+0.71%
+0.38p vs Intraday
|
53.62p -1.6%
DELAYED LSE
|
| GNC
Greencore Group
|
Food Producers |
Jefferies Financial Group
Dated: 13/10/26 10:00
|
REITERATED
Hold
|
185p
TARGET SET
|
N/A |
-33.35%
-92.55p vs Intraday
|
277.55p +3.4%
DELAYED LSE
|
| GNS
Genus
|
Pharmaceuticals, Biotechnology and Cannabis Producers |
Berenberg
Dated: 13/10/26 10:00
|
REITERATED
Buy
|
3,350p
TARGET SET
|
N/A |
+46.16%
+1,058p vs Intraday
|
2,292p +0.2%
DELAYED LSE
|
| KOD
Kodal Minerals
|
Industrial Metals and Mining |
Canaccord Genuity
Dated: 13/10/26 10:00
|
REITERATED
Speculative Buy
|
0.70p
TARGET SET
|
N/A |
+133.33%
+0.40p vs Intraday
|
0.30p -6.3%
DELAYED LSE
|
| MICC
Millicom International Cellular
|
Food Producers |
Berenberg
Dated: 13/10/26 10:00
|
REITERATED
Hold
|
1,280p to 1,250p
TARGET LOWERED
|
-2.34%
-30p
|
-10.68%
-149.50p vs Intraday
|
1,399.50p +4.1%
DELAYED LSE
|
| THS
Tharisa
|
Industrial Metals and Mining |
Berenberg
Dated: 13/10/26 10:00
|
REITERATED
Buy
|
230p
TARGET SET
|
N/A |
+88.52%
+108p vs Intraday
|
122p -0.8%
DELAYED LSE
|
| TPK
Travis Perkins
|
Industrial Support Services |
Jefferies Financial Group
Dated: 13/10/26 10:00
|
REITERATED
Underperform
|
453p
TARGET SET
|
N/A |
-22.56%
-132p vs Intraday
|
585p +2.5%
DELAYED LSE
|
| VIC
Victorian Plumbing Group
|
Retailers |
Canaccord Genuity
Dated: 13/10/26 10:00
|
REITERATED
Buy
|
132p to 135p
TARGET RAISED
|
+2.27%
+3p
|
+55.17%
+48p vs Intraday
|
87p +1.5%
DELAYED LSE
|
| YOU
YouGov
|
Media |
Berenberg
Dated: 13/10/26 10:00
|
REITERATED
Buy
|
395p
TARGET SET
|
N/A |
+33.63%
+99.40p vs Intraday
|
295.60p -3.5%
DELAYED LSE
|
| AAL
Anglo American
|
Industrial Metals and Mining |
JPMorgan
Dated: 13/10/26
|
UPGRADE
Underweight to Neutral
|
3,350p to 3,850p
TARGET RAISED
|
+14.93%
+500p
|
-6.55%
-270p vs Intraday
|
4,120p 0.0%
DELAYED LSE
|
| ANTO
Antofagasta
|
Industrial Metals and Mining |
JPMorgan
Dated: 13/10/26
|
REITERATED
Overweight
|
4,300p to 4,500p
TARGET RAISED
|
+4.65%
+200p
|
+25.42%
+912p vs Intraday
|
3,588p 0.0%
DELAYED LSE
|
| BWY
Bellway
|
Household Goods and Home Construction |
RBC
Dated: 13/10/26
|
REITERATED
Sector Perform
|
2,050p to 2,100p
TARGET RAISED
|
+2.44%
+50p
|
+7.36%
+144p vs Intraday
|
1,956p 0.0%
DELAYED LSE
|
| EDV
Endeavour Mining
|
Precious Metals and Mining |
JPMorgan
Dated: 13/10/26
|
REITERATED
Overweight
|
5,100p to 5,000p
TARGET LOWERED
|
-1.96%
-100p
|
+21.01%
+868p vs Intraday
|
4,132p 0.0%
DELAYED LSE
|
| FRES
Fresnillo
|
Precious Metals and Mining |
JPMorgan
Dated: 13/10/26
|
REITERATED
Overweight
|
4,700p to 4,600p
TARGET LOWERED
|
-2.13%
-100p
|
+69.37%
+1,884p vs Intraday
|
2,716p 0.0%
DELAYED LSE
|
| GLEN
Glencore
|
Industrial Metals and Mining |
JPMorgan
Dated: 13/10/26
|
UPGRADE
Neutral to Overweight
|
510p to 730p
TARGET RAISED
|
+43.14%
+220p
|
+25.24%
+147.10p vs Intraday
|
582.90p 0.0%
DELAYED LSE
|
| HOC
Hochschild Mining
|
Precious Metals and Mining |
JPMorgan
Dated: 13/10/26
|
REITERATED
Overweight
|
840p to 820p
TARGET LOWERED
|
-2.38%
-20p
|
+61.90%
+313.50p vs Intraday
|
506.50p 0.0%
DELAYED LSE
|
| IPX
Impax Asset Management
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 13/10/26
|
REITERATED
buy
|
170p to 135p
TARGET LOWERED
|
-20.59%
-35p
|
+46.90%
+43.10p vs Intraday
|
91.90p -9.4%
DELAYED LSE
|
| KGF
Kingfisher
|
Retailers |
JPMorgan
Dated: 13/10/26
|
REITERATED
underweight
|
290p to 295p
TARGET RAISED
|
+1.72%
+5p
|
-9.48%
-30.90p vs Intraday
|
325.90p +2.1%
DELAYED LSE
|
| LRE
Lancashire
|
Non-life Insurance |
Jefferies Financial Group
Dated: 13/10/26
|
REITERATED
buy
|
667p to 691p
TARGET RAISED
|
+3.60%
+24p
|
+1.62%
+11p vs Intraday
|
680p +1.9%
DELAYED LSE
|
| MER
Mears Group
|
Industrial Support Services |
Berenberg
Dated: 13/10/26
|
REITERATED
buy
|
565p to 600p
TARGET RAISED
|
+6.19%
+35p
|
+46.52%
+190.50p vs Intraday
|
409.50p +0.9%
DELAYED LSE
|
| NWG
NatWest
|
Banks |
Mediobanca
Dated: 13/10/26
|
REITERATED
outperform
|
900p to 850p
TARGET LOWERED
|
-5.56%
-50p
|
+27.40%
+182.80p vs Intraday
|
667.20p +2.1%
DELAYED LSE
|
| NWG
NatWest
|
Banks |
Barclays
Dated: 13/10/26
|
UPGRADE
overweight
|
740p to 850p
TARGET RAISED
|
+14.86%
+110p
|
+27.40%
+182.80p vs Intraday
|
667.20p +2.1%
DELAYED LSE
|
| RIO
Rio Tinto
|
Industrial Metals and Mining |
JPMorgan
Dated: 13/10/26
|
REITERATED
Neutral
|
8,100p to 7,950p
TARGET LOWERED
|
-1.85%
-150p
|
+13.62%
+953p vs Intraday
|
6,997p 0.0%
DELAYED LSE
|
| SMWH
WH Smith
|
Retailers |
Panmure Liberum
Dated: 13/10/26
|
REITERATED
buy
|
420p
TARGET SET
|
N/A |
+12.54%
+46.80p vs Intraday
|
373.20p +0.1%
DELAYED LSE
|
| SRP
Serco Group
|
Industrial Support Services |
Berenberg
Dated: 13/10/26
|
REITERATED
buy
|
350p to 400p
TARGET RAISED
|
+14.29%
+50p
|
+54.32%
+140.80p vs Intraday
|
259.20p +0.6%
DELAYED LSE
|
| TSCO
Tesco
|
Personal Care, Drug and Grocery Stores |
Bank of America
Dated: 13/10/26
|
REITERATED
buy
|
540p to 570p
TARGET RAISED
|
+5.56%
+30p
|
+10.25%
+53p vs Intraday
|
517p +1.2%
DELAYED LSE
|
| ULVR
Unilever
|
Personal Care, Drug and Grocery Stores |
Jefferies Financial Group
Dated: 13/10/26
|
REITERATED
underperform
|
3,900p to 4,000p
TARGET RAISED
|
+2.56%
+100p
|
-15.08%
-710.50p vs Intraday
|
4,710.50p -0.6%
DELAYED LSE
|
| WTB
Whitbread
|
Travel and Leisure |
JPMorgan
Dated: 13/10/26
|
REITERATED
neutral
|
2,740p
TARGET SET
|
N/A |
+6.86%
+176p vs Intraday
|
2,564p +2.2%
DELAYED LSE
|
| AOM
ActiveOps
|
Software and Computer Services |
Canaccord Genuity
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
355p to 300p
TARGET LOWERED
|
-15.49%
-55p
|
+180.37%
+193p vs Intraday
|
107p -52.4%
DELAYED LSE
|
| ATYM
Atalaya Mining
|
Precious Metals and Mining |
Peel Hunt
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
1,185p
TARGET SET
|
N/A |
+9.82%
+106p vs Intraday
|
1,079p +0.7%
DELAYED LSE
|
| CWK
Cranswick
|
Food Producers |
Peel Hunt
Dated: 12/10/26 09:49
|
UPGRADE
Buy
|
6,600p
TARGET SET
|
N/A |
+27.66%
+1,430p vs Intraday
|
5,170p +3.7%
DELAYED LSE
|
| ENT
Entain
|
Travel and Leisure |
Jefferies Financial Group
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
1,000p
TARGET SET
|
N/A |
+133.12%
+571.03p vs Intraday
|
428.97p +0.5%
DELAYED LSE
|
| HAS
Hays
|
Industrial Support Services |
Jefferies Financial Group
Dated: 12/10/26 09:49
|
REITERATED
Underperform
|
45p
TARGET SET
|
N/A |
-19.04%
-10.58p vs Intraday
|
55.58p -13.5%
DELAYED LSE
|
| HVO
hVIVO
|
Health Care Providers |
Peel Hunt
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
14p
TARGET SET
|
N/A |
+141.38%
+8.20p vs Intraday
|
5.80p -3.3%
DELAYED LSE
|
| ICG
Intermediate Capital Group
|
Investment Banking and Brokerage Services |
Jefferies Financial Group
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
2,800p to 2,700p
TARGET LOWERED
|
-3.57%
-100p
|
+49.58%
+895p vs Intraday
|
1,805p -0.2%
DELAYED LSE
|
| JSG
Johnson Service Group
|
Industrial Support Services |
Deutsche Bank Research
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
210p to 200p
TARGET LOWERED
|
-4.76%
-10p
|
+43.68%
+60.80p vs Intraday
|
139.20p +0.9%
DELAYED LSE
|
| MOTR
Motorpoint Group
|
Retailers |
Deutsche Bank Research
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
170p
TARGET SET
|
N/A |
+23.19%
+32p vs Intraday
|
138p -1.4%
DELAYED LSE
|
| PNN
Pennon Group
|
Gas, Water and Multi-utilities |
Deutsche Bank Research
Dated: 12/10/26 09:49
|
DOWNGRADE
Hold
|
550p to 380p
TARGET LOWERED
|
-30.91%
-170p
|
+16.56%
+54p vs Intraday
|
326p -8.7%
DELAYED LSE
|
| POLR
Polar Capital
|
Investment Banking and Brokerage Services |
Peel Hunt
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
1,200p
TARGET SET
|
N/A |
+52.09%
+411p vs Intraday
|
789p -2.0%
DELAYED LSE
|
| SRE
Sirius Real Estate
|
Real Estate Investment Trusts |
Peel Hunt
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
125p
TARGET SET
|
N/A |
+39.28%
+35.25p vs Intraday
|
89.75p +1.5%
DELAYED LSE
|
| SYNC
Syncona
|
Closed End Investments |
Peel Hunt
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
189p
TARGET SET
|
N/A |
+53.07%
+65.53p vs Intraday
|
123.47p +0.2%
DELAYED LSE
|
| ULVR
Unilever
|
Personal Care, Drug and Grocery Stores |
Deutsche Bank Research
Dated: 12/10/26 09:49
|
REITERATED
Hold
|
5,150p
TARGET SET
|
N/A |
+7.62%
+364.50p vs Intraday
|
4,785.50p +2.4%
DELAYED LSE
|
| VP
VP
|
Industrial Transportation |
Peel Hunt
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
550p
TARGET SET
|
N/A |
+4.96%
+26p vs Intraday
|
524p +2.3%
DELAYED LSE
|
| WATR
Water Intelligence
|
Industrial Support Services |
Canaccord Genuity
Dated: 12/10/26 09:49
|
REITERATED
Buy
|
515p
TARGET SET
|
N/A |
+90.74%
+245p vs Intraday
|
270p -0.9%
DELAYED LSE
|
| ITM
ITM Power
|
Renewable Energy |
Berenberg
Dated: 12/10/26
|
REITERATED
Buy
|
200p
TARGET SET
|
N/A |
+121.12%
+109.55p vs Intraday
|
90.45p -4.3%
DELAYED LSE
|
| SSPG
SSP Group
|
Travel and Leisure |
Berenberg
Dated: 12/10/26
|
REITERATED
Buy
|
245p to 225p
TARGET LOWERED
|
-8.16%
-20p
|
+25.42%
+45.60p vs Intraday
|
179.40p +1.8%
DELAYED LSE
|
| TIN
TIN
|
Industrial Metals and Mining |
Berenberg
Dated: 12/10/26
|
REITERATED
Buy
|
153p
TARGET SET
|
N/A |
+50.00%
+51p vs Intraday
|
102p -1.9%
DELAYED LSE
|
| CRE
Conduit
|
Non-life Insurance |
Berenberg
Dated: 09/10/26
|
REITERATED
Buy
|
765p
TARGET SET
|
N/A |
+69.25%
+313p vs Intraday
|
452p +4.4%
DELAYED LSE
|
| DOCS
Dr. Martens
|
Personal Goods |
Berenberg
Dated: 09/10/26
|
REITERATED
Buy
|
110p
TARGET SET
|
N/A |
+61.76%
+42p vs Intraday
|
68p 0.0%
DELAYED LSE
|
| RNMBY
Rheinmetall
|
Industrial Support Services |
Berenberg
Dated: 09/10/26
|
DOWNGRADE
Strong-Buy to Hold
|
Not Disclosed | N/A | N/A |
$218.52 +4.1%
DELAYED LSE
|
| CAML
Central Asia Metals
|
Industrial Metals and Mining |
Berenberg
Dated: 08/10/26
|
REITERATED
Hold
|
190p
TARGET SET
|
N/A |
+33.24%
+47.40p vs Intraday
|
142.60p -5.7%
DELAYED LSE
|
| FAN
Volution Group
|
Construction and Materials |
Berenberg
Dated: 08/10/26
|
REITERATED
Buy
|
880p
TARGET SET
|
N/A |
+39.68%
+250p vs Intraday
|
630p -3.5%
DELAYED LSE
|
| FSG
Foresight Group
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 08/10/26
|
REITERATED
Buy
|
720p
TARGET SET
|
N/A |
+63.27%
+279p vs Intraday
|
441p +0.9%
DELAYED LSE
|
| HWG
Harworth Group
|
Real Estate Investment and Services |
Berenberg
Dated: 08/10/26
|
REITERATED
Hold
|
195p to 187p
TARGET LOWERED
|
-4.10%
-8p
|
-0.11%
-0.20p vs Intraday
|
187.20p +0.1%
DELAYED LSE
|
| INF
Informa
|
Media |
Berenberg
Dated: 08/10/26
|
REITERATED
Buy
|
1,040p
TARGET SET
|
N/A |
+18.64%
+163.40p vs Intraday
|
876.60p -1.6%
DELAYED LSE
|
| NFG
Next 15 Group
|
Media |
Berenberg
Dated: 08/10/26
|
REITERATED
Buy
|
510p
TARGET SET
|
N/A |
+54.31%
+179.50p vs Intraday
|
330.50p +11.3%
DELAYED LSE
|
| OTB
On the Beach Group
|
Travel and Leisure |
Berenberg
Dated: 08/10/26
|
REITERATED
Buy
|
280p to 240p
TARGET LOWERED
|
-14.29%
-40p
|
+42.86%
+72p vs Intraday
|
168p -3.9%
DELAYED LSE
|
| UTG
Unite Group
|
Real Estate Investment Trusts |
Berenberg
Dated: 08/10/26
|
REITERATED
Buy
|
668p
TARGET SET
|
N/A |
+49.98%
+222.60p vs Intraday
|
445.40p +6.1%
DELAYED LSE
|
| AZN
AstraZeneca
|
Pharmaceuticals, Biotechnology and Cannabis Producers |
Berenberg
Dated: 07/10/26
|
REITERATED
Buy
|
17,500p
TARGET SET
|
N/A |
+39.18%
+4,926p vs Intraday
|
12,574p +3.2%
DELAYED LSE
|
| BOWL
Hollywood Bowl Group
|
Travel and Leisure |
Berenberg
Dated: 07/10/26
|
REITERATED
Buy
|
450p
TARGET SET
|
N/A |
+73.29%
+190.32p vs Intraday
|
259.68p +1.4%
DELAYED LSE
|
| CKN
Clarkson
|
Industrial Transportation |
Berenberg
Dated: 07/10/26
|
REITERATED
Buy
|
5,925p to 6,025p
TARGET RAISED
|
+1.69%
+100p
|
+15.98%
+830p vs Intraday
|
5,195p +0.7%
DELAYED LSE
|
| HSW
Hostelworld Group
|
Travel and Leisure |
Berenberg
Dated: 07/10/26
|
REITERATED
Buy
|
171p to 150p
TARGET LOWERED
|
-12.28%
-21p
|
+69.00%
+61.24p vs Intraday
|
88.76p -4.1%
DELAYED LSE
|
| NET
Netcall
|
Software and Computer Services |
Berenberg
Dated: 07/10/26
|
REITERATED
Buy
|
165p
TARGET SET
|
N/A |
+28.63%
+36.73p vs Intraday
|
128.27p +2.2%
DELAYED LSE
|
| NICL
Nichols
|
Beverages |
Berenberg
Dated: 07/10/26
|
REITERATED
Buy
|
1,750p
TARGET SET
|
N/A |
+59.27%
+651.25p vs Intraday
|
1,098.75p -0.1%
DELAYED LSE
|
| DOM
Domino’s Pizza Group
|
Travel and Leisure |
Berenberg
Dated: 06/10/26
|
INITIATED
Buy
|
291p
TARGET SET
|
N/A |
+26.85%
+61.60p vs Intraday
|
229.40p +3.1%
DELAYED LSE
|
| EVPL
Everplay Group
|
Leisure Goods |
Berenberg
Dated: 06/10/26
|
REITERATED
Buy
|
495p to 555p
TARGET RAISED
|
+12.12%
+60p
|
+32.93%
+137.50p vs Intraday
|
417.50p -0.2%
DELAYED LSE
|
| GSK
GSK
|
Pharmaceuticals, Biotechnology and Cannabis Producers |
Berenberg
Dated: 06/10/26
|
REITERATED
Buy
|
Not Disclosed | N/A | N/A |
$47.92 +2.8%
DELAYED LSE
|
| NKE
NIKE
|
Personal Goods |
Berenberg
Dated: 06/10/26
|
DOWNGRADE
Hold to Sell
|
$27.50
TARGET SET
|
N/A |
-22.10%
$-7.80 vs Intraday
|
$35.30 +2.0%
DELAYED LSE
|
| SSE
SSE
|
Electricity |
Berenberg
Dated: 06/10/26
|
REITERATED
Buy
|
2,980p
TARGET SET
|
N/A |
+17.60%
+446p vs Intraday
|
2,534p +2.5%
DELAYED LSE
|
| DPZ
Domino’s Pizza
|
Travel and Leisure |
Berenberg
Dated: 05/10/26
|
UPGRADE
Strong-Buy
|
Not Disclosed | N/A | N/A |
$295.89 -0.5%
DELAYED LSE
|
| IBST
Ibstock
|
Construction and Materials |
Berenberg
Dated: 05/10/26
|
REITERATED
Hold
|
90p
TARGET SET
|
N/A |
+10.97%
+8.90p vs Intraday
|
81.10p +2.7%
DELAYED LSE
|
| SNY
Sanofi
|
Pharmaceuticals, Biotechnology and Cannabis Producers |
Berenberg
Dated: 05/10/26
|
REITERATED
Buy
|
Not Disclosed | N/A | N/A |
$39.77 +0.7%
DELAYED LSE
|
| SRE
Sirius Real Estate
|
Real Estate Investment Trusts |
Berenberg
Dated: 05/10/26
|
REITERATED
Buy
|
134p
TARGET SET
|
N/A |
+45.65%
+42p vs Intraday
|
92p +4.1%
DELAYED LSE
|
| TAM
Tatton Asset Management
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 05/10/26
|
INITIATED
Buy
|
820p
TARGET SET
|
N/A |
+22.02%
+148p vs Intraday
|
672p +5.0%
DELAYED LSE
|
| FTC
Filtronic
|
Telecommunications Equipment |
Berenberg
Dated: 02/10/26
|
REITERATED
Buy
|
440p
TARGET SET
|
N/A |
+66.98%
+176.50p vs Intraday
|
263.50p -3.1%
DELAYED LSE
|
| VOD
Vodafone Group Public
|
Telecommunications Service Providers |
Berenberg
Dated: 02/10/26
|
UPGRADE
Buy
|
123p to 140p
TARGET RAISED
|
+13.82%
+17p
|
+17.01%
+20.35p vs Intraday
|
119.65p -5.6%
DELAYED LSE
|
| BAG
A.G. BARR
|
Beverages |
Berenberg
Dated: 01/10/26
|
DOWNGRADE
Hold
|
800p to 625p
TARGET LOWERED
|
-21.88%
-175p
|
+10.82%
+61p vs Intraday
|
564p +3.1%
DELAYED LSE
|
| GRG
Greggs
|
Personal Care, Drug and Grocery Stores |
Berenberg
Dated: 01/10/26
|
REITERATED
Buy
|
2,200p to 2,300p
TARGET RAISED
|
+4.55%
+100p
|
+2.48%
+55.68p vs Intraday
|
2,244.32p +12.9%
DELAYED LSE
|
| TELNY
Telenor ASA
|
Telecommunications Service Providers |
Berenberg
Dated: 01/10/26
|
UPGRADE
Hold to Strong-Buy
|
Not Disclosed | N/A | N/A |
$13.30 +0.2%
DELAYED LSE
|
| KIE
Kier Group
|
Construction and Materials |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
300p to 370p
TARGET RAISED
|
+23.33%
+70p
|
+22.72%
+68.49p vs Intraday
|
301.51p -2.9%
DELAYED LSE
|
| LIO
Liontrust Asset Management
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
360p to 390p
TARGET RAISED
|
+8.33%
+30p
|
+28.50%
+86.50p vs Intraday
|
303.50p -1.5%
DELAYED LSE
|
| LORD
Lords Group Trading
|
Construction and Materials |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
40p
TARGET SET
|
N/A |
+243.94%
+28.37p vs Intraday
|
11.63p -10.5%
DELAYED LSE
|
| RHIM
RHI Magnesita
|
Industrial Metals and Mining |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
4,000p
TARGET SET
|
N/A |
+39.13%
+1,125p vs Intraday
|
2,875p -7.4%
DELAYED LSE
|
| RIO
Rio Tinto
|
Industrial Metals and Mining |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
Not Disclosed | N/A | N/A |
$91.28 -3.1%
DELAYED LSE
|
| SAGA
Saga
|
Travel and Leisure |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
1,025p to 1,130p
TARGET RAISED
|
+10.24%
+105p
|
+42.59%
+337.50p vs Intraday
|
792.50p +0.7%
DELAYED LSE
|
| SBRE
Sabre Insurance Group
|
Non-life Insurance |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
200p to 205p
TARGET RAISED
|
+2.50%
+5p
|
+12.39%
+22.60p vs Intraday
|
182.40p +3.6%
DELAYED LSE
|
| VSVS
Vesuvius
|
Industrial Engineering |
Berenberg
Dated: 30/09/26
|
REITERATED
Buy
|
450p to 550p
TARGET RAISED
|
+22.22%
+100p
|
+17.87%
+83.40p vs Intraday
|
466.60p -1.3%
DELAYED LSE
|
| BOWL
Hollywood Bowl Group
|
Travel and Leisure |
Berenberg
Dated: 29/09/26
|
REITERATED
Buy
|
450p
TARGET SET
|
N/A |
+73.29%
+190.32p vs Intraday
|
259.68p +4.1%
DELAYED LSE
|
| CCH
Coca-Cola HBC
|
Beverages |
Berenberg
Dated: 29/09/26
|
REITERATED
Buy
|
5,453p to 5,483p
TARGET RAISED
|
+0.55%
+30p
|
+23.71%
+1,051p vs Intraday
|
4,432p +1.9%
DELAYED LSE
|
| FMS
Fresenius Medical Care AG & Co. KGaA
|
Health Care Providers |
Berenberg
Dated: 29/09/26
|
DOWNGRADE
Buy to Hold
|
$24
TARGET SET
|
N/A |
+11.27%
$+2.43 vs Intraday
|
$21.57 -3.1%
DELAYED LSE
|
| SNWS
Smiths News
|
Industrial Support Services |
Berenberg
Dated: 29/09/26
|
REITERATED
Buy
|
85p to 88p
TARGET RAISED
|
+3.53%
+3p
|
+12.65%
+9.88p vs Intraday
|
78.12p +10.7%
DELAYED LSE
|
| SUS
S&U
|
Finance and Credit Services |
Berenberg
Dated: 29/09/26
|
REITERATED
Buy
|
2,310p
TARGET SET
|
N/A |
+21.42%
+407.58p vs Intraday
|
1,902.42p +0.7%
DELAYED LSE
|
| WIL
Wilmington
|
Media |
Berenberg
Dated: 29/09/26
|
REITERATED
Buy
|
485p
TARGET SET
|
N/A |
+76.42%
+210.09p vs Intraday
|
274.91p +6.1%
DELAYED LSE
|
| RACE
Ferrari
|
Automobiles and Parts |
Berenberg
Dated: 28/09/26
|
REITERATED
Buy
|
Not Disclosed | N/A | N/A |
$386.96 -2.8%
DELAYED LSE
|
| SRC
SigmaRoc
|
Construction and Materials |
Berenberg
Dated: 28/09/26
|
REITERATED
Hold
|
130p
TARGET SET
|
N/A |
+2.44%
+3.10p vs Intraday
|
126.90p -1.2%
DELAYED LSE
|
| VTY
Vistry Group
|
Household Goods and Home Construction |
Berenberg
Dated: 28/09/26
|
REITERATED
Hold
|
263p to 252p
TARGET LOWERED
|
-4.18%
-11p
|
+7.51%
+17.60p vs Intraday
|
234.40p -18.2%
DELAYED LSE
|
| WPP
WPP
|
Media |
Berenberg
Dated: 28/09/26
|
REITERATED
Buy
|
470p
TARGET SET
|
N/A |
+19.35%
+76.20p vs Intraday
|
393.80p +2.1%
DELAYED LSE
|
| CHRT
Cohort
|
Aerospace and Defense |
Berenberg
Dated: 25/09/26
|
REITERATED
Buy
|
1,630p
TARGET SET
|
N/A |
+29.57%
+372p vs Intraday
|
1,258p +9.0%
DELAYED LSE
|
| DFS
DFS Furniture
|
Household Goods and Home Construction |
Berenberg
Dated: 25/09/26
|
REITERATED
Buy
|
210p
TARGET SET
|
N/A |
+42.86%
+63p vs Intraday
|
147p +1.0%
DELAYED LSE
|
| ICG
Intermediate Capital Group
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 25/09/26
|
REITERATED
Buy
|
2,640p
TARGET SET
|
N/A |
+48.99%
+868.05p vs Intraday
|
1,771.95p -4.6%
DELAYED LSE
|
| RPI
Raspberry Pi
|
Technology Hardware and Equipment |
Berenberg
Dated: 25/09/26
|
REITERATED
Hold
|
670p
TARGET SET
|
N/A |
+10.02%
+61p vs Intraday
|
609p -14.4%
DELAYED LSE
|
| ASC
ASOS
|
Retailers |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
600p to 750p
TARGET RAISED
|
+25.00%
+150p
|
+64.47%
+294p vs Intraday
|
456p -6.7%
DELAYED LSE
|
| CVSG
CVS Group
|
Consumer Services |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
2,000p
TARGET SET
|
N/A |
+64.20%
+782p vs Intraday
|
1,218p -0.2%
DELAYED LSE
|
| JD
JD Sports Fashion
|
Retailers |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
150p
TARGET SET
|
N/A |
+69.61%
+61.56p vs Intraday
|
88.44p +15.7%
DELAYED LSE
|
| PRU
Prudential
|
Life Insurance |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
1,445p
TARGET SET
|
N/A |
+60.48%
+544.60p vs Intraday
|
900.40p -5.2%
DELAYED LSE
|
| RBW
Rainbow Rare Earths
|
Industrial Metals and Mining |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
52p
TARGET SET
|
N/A |
+149.40%
+31.15p vs Intraday
|
20.85p -9.3%
DELAYED LSE
|
| TIN
TIN
|
Industrial Metals and Mining |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
151p
TARGET SET
|
N/A |
+48.04%
+49p vs Intraday
|
102p -1.4%
DELAYED LSE
|
| ZEG
Zegona Communications
|
Telecommunications Service Providers |
Berenberg
Dated: 24/09/26
|
REITERATED
Buy
|
2,300p
TARGET SET
|
N/A |
+34.19%
+586p vs Intraday
|
1,714p 0.0%
DELAYED LSE
|
| BOKU
Boku
|
Software and Computer Services |
Berenberg
Dated: 23/09/26
|
REITERATED
Buy
|
200p to 210p
TARGET RAISED
|
+5.00%
+10p
|
+49.31%
+69.35p vs Intraday
|
140.65p +6.6%
DELAYED LSE
|
| CWR
Ceres Power
|
Renewable Energy |
Berenberg
Dated: 23/09/26
|
REITERATED
Buy
|
950p
TARGET SET
|
N/A |
+192.13%
+624.80p vs Intraday
|
325.20p -25.1%
DELAYED LSE
|
| JDG
Judges Scientific
|
Electronic and Electrical Equipment |
Berenberg
Dated: 23/09/26
|
REITERATED
Buy
|
5,600p
TARGET SET
|
N/A |
+57.08%
+2,035p vs Intraday
|
3,565p -4.2%
DELAYED LSE
|
| KGF
Kingfisher
|
Retailers |
Berenberg
Dated: 23/09/26
|
REITERATED
Hold
|
295p to 320p
TARGET RAISED
|
+8.47%
+25p
|
-5.07%
-17.10p vs Intraday
|
337.10p -0.6%
DELAYED LSE
|
| SMIN
Smiths Group
|
General Industrials |
Berenberg
Dated: 23/09/26
|
REITERATED
Buy
|
3,000p to 3,200p
TARGET RAISED
|
+6.67%
+200p
|
+19.85%
+530p vs Intraday
|
2,670p -4.1%
DELAYED LSE
|
| W7L
Warpaint London
|
Personal Goods |
Berenberg
Dated: 23/09/26
|
REITERATED
Buy
|
425p
TARGET SET
|
N/A |
+123.68%
+235p vs Intraday
|
190p -3.3%
DELAYED LSE
|
| BOOT
Henry Boot
|
Real Estate Investment and Services |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
219p to 186p
TARGET LOWERED
|
-15.07%
-33p
|
+24.41%
+36.50p vs Intraday
|
149.50p +4.9%
DELAYED LSE
|
| BUR
Burford Capital
|
Finance and Credit Services |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
450p
TARGET SET
|
N/A |
+79.16%
+198.83p vs Intraday
|
251.17p -17.8%
DELAYED LSE
|
| CWK
Cranswick
|
Food Producers |
Berenberg
Dated: 22/09/26
|
UPGRADE
Buy
|
5,770p to 6,080p
TARGET RAISED
|
+5.37%
+310p
|
+16.48%
+860p vs Intraday
|
5,220p +1.2%
DELAYED LSE
|
| ECO
Eco (Atlantic) Oil & Gas
|
Oil, Gas and Coal |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
125p
TARGET SET
|
N/A |
+227.65%
+86.85p vs Intraday
|
38.15p -50.8%
DELAYED LSE
|
| HWG
Harworth Group
|
Real Estate Investment and Services |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
202p to 195p
TARGET LOWERED
|
-3.47%
-7p
|
+4.27%
+7.99p vs Intraday
|
187.01p +4.9%
DELAYED LSE
|
| LUCE
Luceco
|
Technology Hardware and Equipment |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
300p
TARGET SET
|
N/A |
+44.23%
+92p vs Intraday
|
208p -6.3%
DELAYED LSE
|
| MAB1
Mortgage Advice Bureau
|
Finance and Credit Services |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
975p
TARGET SET
|
N/A |
+171.21%
+615.50p vs Intraday
|
359.50p -4.8%
DELAYED LSE
|
| MIDW
Midwich Group
|
Industrial Support Services |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
350p
TARGET SET
|
N/A |
+104.75%
+179.06p vs Intraday
|
170.94p +13.1%
DELAYED LSE
|
| MNO
Maestrano Group
|
Industrial Metals and Mining |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
168p
TARGET SET
|
N/A |
+54.60%
+59.33p vs Intraday
|
108.67p -8.3%
DELAYED LSE
|
| SAA
M&C Saatchi
|
Media |
Berenberg
Dated: 22/09/26
|
REITERATED
Buy
|
195p to 175p
TARGET LOWERED
|
-10.26%
-20p
|
+50.85%
+58.99p vs Intraday
|
116.01p -14.1%
DELAYED LSE
|
| BTRW
Barratt Redrow
|
Household Goods and Home Construction |
Berenberg
Dated: 21/09/26
|
REITERATED
Buy
|
370p
TARGET SET
|
N/A |
+20.72%
+63.50p vs Intraday
|
306.50p +0.9%
DELAYED LSE
|
| CRW
Craneware
|
Finance and Credit Services |
Berenberg
Dated: 21/09/26
|
REITERATED
Buy
|
2,600p to 1,600p
TARGET LOWERED
|
-38.46%
-1,000p
|
+47.33%
+514p vs Intraday
|
1,086p +9.0%
DELAYED LSE
|
| ELIX
Elixirr International
|
Industrial Support Services |
Berenberg
Dated: 21/09/26
|
REITERATED
Buy
|
1,060p
TARGET SET
|
N/A |
+109.84%
+554.85p vs Intraday
|
505.15p +1.2%
DELAYED LSE
|
| LIO
Liontrust Asset Management
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 21/09/26
|
REITERATED
Buy
|
410p to 360p
TARGET LOWERED
|
-12.20%
-50p
|
+17.46%
+53.50p vs Intraday
|
306.50p +12.3%
DELAYED LSE
|
| NVO
Novo Nordisk A/S
|
Pharmaceuticals, Biotechnology and Cannabis Producers |
Berenberg
Dated: 21/09/26
|
DOWNGRADE
Buy to Neutral
|
Not Disclosed | N/A | N/A |
$38.14 -4.2%
DELAYED LSE
|
| RSG
Resolute Mining
|
Precious Metals and Mining |
Berenberg
Dated: 21/09/26
|
REITERATED
Buy
|
106p
TARGET SET
|
N/A |
+82.76%
+48p vs Intraday
|
58p -13.4%
DELAYED LSE
|
| SCT
Softcat
|
Software and Computer Services |
Berenberg
Dated: 21/09/26
|
REITERATED
Buy
|
1,950p to 2,400p
TARGET RAISED
|
+23.08%
+450p
|
+35.11%
+623.72p vs Intraday
|
1,776.28p -6.9%
DELAYED LSE
|
| NXT
NEXT
|
Retailers |
Berenberg
Dated: 18/09/26 09:49
|
REITERATED
Buy
|
18,700p
TARGET SET
|
N/A |
+25.88%
+3,845p vs Intraday
|
14,855p +4.5%
DELAYED LSE
|
| BPT
Bridgepoint Group
|
Investment Banking and Brokerage Services |
Berenberg
Dated: 18/09/26
|
REITERATED
Buy
|
360p
TARGET SET
|
N/A |
-11.20%
-45.40p vs Intraday
|
405.40p +32.0%
DELAYED LSE
|
| GLE
MJ Gleeson
|
Household Goods and Home Construction |
Berenberg
Dated: 18/09/26
|
REITERATED
Buy
|
310p to 305p
TARGET LOWERED
|
-1.61%
-5p
|
+13.92%
+37.27p vs Intraday
|
267.73p +6.5%
DELAYED LSE
|
| GYM
The Gym Group
|
Travel and Leisure |
Berenberg
Dated: 18/09/26
|
REITERATED
Buy
|
295p to 300p
TARGET RAISED
|
+1.69%
+5p
|
+65.13%
+118.33p vs Intraday
|
181.67p -3.4%
DELAYED LSE
|
| HLCL
Helical
|
Real Estate Investment and Services |
Berenberg
Dated: 18/09/26
|
REITERATED
Hold
|
216p to 212p
TARGET LOWERED
|
-1.85%
-4p
|
+19.77%
+35p vs Intraday
|
177p -1.9%
DELAYED LSE
|
| ACG
ACG Acquisition
|
Precious Metals and Mining |
Berenberg
Dated: 17/09/26 09:49
|
REITERATED
Buy
|
2,300p
TARGET SET
|
N/A |
+18.56%
+360p vs Intraday
|
1,940p +2.1%
DELAYED LSE
|
| ALFA
Alfa Financial Software
|
Software and Computer Services |
Berenberg
Dated: 17/09/26 09:49
|
REITERATED
Buy
|
260p
TARGET SET
|
N/A |
+62.70%
+100.20p vs Intraday
|
159.80p -0.7%
DELAYED LSE
|
| GFRD
Galliford Try
|
Construction and Materials |
Berenberg
Dated: 17/09/26 09:49
|
REITERATED
Buy
|
680p to 750p
TARGET RAISED
|
+10.29%
+70p
|
+8.85%
+61p vs Intraday
|
689p +6.2%
DELAYED LSE
|
| MKS
Marks and Spencer Group
|
Retailers |
Berenberg
Dated: 17/09/26 09:49
|
REITERATED
Buy
|
480p
TARGET SET
|
N/A |
+17.65%
+72p vs Intraday
|
408p +11.8%
DELAYED LSE
|
| OCDDY
Ocado Group
|
Personal Care, Drug and Grocery Stores |
Berenberg
Dated: 17/09/26 09:49
|
UPGRADE
Strong-Buy
|
Not Disclosed | N/A | N/A |
$7.89 +31.5%
DELAYED LSE
|
| SAGA
Saga
|
Travel and Leisure |
Berenberg
Dated: 17/09/26 09:49
|
REITERATED
Buy
|
1,025p
TARGET SET
|
N/A |
+29.18%
+231.52p vs Intraday
|
793.48p +28.4%
DELAYED LSE
|
